Senior Vice President of Wealth Management
4 weeks ago
Job Description Very urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having own book, managing U/HNI customers. Non sales, Operation, Analytics candidates please do not apply for this role. CTC: Open up to 75 LPA Job Purpose Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services. Need to ensure growth of AUM or book size. Key Deliverables Critical Analyse financial information obtain from clients to determine strategies for meeting clients financial objectives. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario. Routine Analyse client portfolios and make necessary suggestions. Recommend financial products. Responsible for identifying customer needs and assessing their risk appetite Provide regular updates to the immediate superior as and when required Create and enforce plans that will help meet the needs of the customer. Role Requirements Educational Qualifications: Graduation / Post Graduation in any discipline Experience: 5+ Years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Domain Knowledge: Understanding of market pulse, knowledge on investment products, understanding of wealth platform IT Skills: MS Office / MS Excel / AMFI / IRDA (Certification)
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Vice President
1 week ago
Bengaluru, Karnataka, India Genius Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWe're Hiring: Vice President / Senior General Manager MIVAN Framework (Bangalore)Are you a results-driven construction professional with a strong background in MIVAN framework technology? We are looking for an experienced Vice President / Senior General Manager to lead and manage large-scale projects in Bangalore. Key Requirements:Minimum 10 years of...
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Leadership - Wealth Management
2 days ago
Bengaluru, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - Wealth Management
2 days ago
Bengaluru, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Leadership - Wealth Management
3 days ago
Greater Bengaluru Area, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is...
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Leadership - Wealth Management
3 days ago
Greater Bengaluru Area, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management Firm Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Leadership - Wealth Management
3 days ago
Greater Bengaluru Area, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Vice President
4 weeks ago
Bengaluru, India Motilal Oswal Wealth Management Full timeJob Description Job Summary: The Vice President Cluster Head will be responsible for providing strategic direction and overseeing multiple business units or clusters within the organization. This role demands a seasoned leader with a deep understanding of business operations, financial management, and strategic planning to ensure business growth,...
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Vice President
3 days ago
Bengaluru, India equentis Full timeJob Description Title - Vice President Pre-IPO Sales. Department : Pre IPO Reports to : Head - Business Excellence. As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Equentis Wealth Advisory Ltd is a leading financial services and wealth creation offering...
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Vice President
3 weeks ago
India Flexi Roundtables : Top 1% Leaders Full timeVice President – Flexi RoundtablesLocation: Mumbai / Bangalore / HyderabadReports To: Founder & CEO, Flexi EcosystemFunction: Leadership, Strategy & Ecosystem GrowthAbout Flexi RoundtablesFlexi Roundtables is a flagship thought-leadership platform under the Flexi Ecosystem, curating premium, invite-only experiences that connect the Top 1%...
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Senior wealth manager/private banker
5 days ago
Bengaluru, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
